Creative Planning’s Gabelli Utility Trust GUT Stock Holding History

Creative Planning’s Portfolio GUT Stock Details GUT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$344K	Sell	56,830 -496	-0.9%	-$3K	﹤0.01%	3317
2025 Q4	$346K	Sell	57,326 -1,681	-3%	-$10.1K	﹤0.01%	3147
2025 Q3	$358K	Buy	59,007 +863	+1%	+$5.19K	﹤0.01%	3008
2025 Q2	$337K	Sell	58,144 -2,501	-4%	-$13.5K	﹤0.01%	2795
2025 Q1	$324K	Sell	60,645 -1,851	-3%	-$9.94K	﹤0.01%	2684
2024 Q4	$314K	Buy	62,496 +3,492	+6%	+$18.1K	﹤0.01%	2626
2024 Q3	$307K	Sell	59,004 -1,446	-2%	-$8.36K	﹤0.01%	2501
2024 Q2	$349K	Sell	60,450 -865	-1%	-$4.91K	﹤0.01%	2232
2024 Q1	$332K	Buy	61,315 +10,126	+20%	+$53.5K	﹤0.01%	2169
2023 Q4	$270K	Buy	51,189 +1,222	+2%	+$6.87K	﹤0.01%	2163
2023 Q3	$258K	Sell	49,967 -752	-1%	-$4.97K	﹤0.01%	2053
2023 Q2	$335K	Buy	50,719 +1,779	+4%	+$12K	﹤0.01%	1822
2023 Q1	$341K	Sell	48,940 -179	-0.4%	-$1.27K	﹤0.01%	1719
2022 Q4	$360K	Buy	49,119 +34,376	+233%	+$236K	﹤0.01%	1606
2022 Q3	$99K	Buy	14,743 +34	+0.2%	+$251	﹤0.01%	2031
2022 Q2	$97K	Buy	14,709 +610	+4%	+$4.18K	﹤0.01%	1976
2022 Q1	$98K	Buy	14,099 +670	+5%	+$5.17K	﹤0.01%	1988
2021 Q4	$108K	Buy	13,429 +547	+4%	+$4.31K	﹤0.01%	1947
2021 Q3	$99K	Buy	12,882 +24	+0.2%	+$188	﹤0.01%	1945
2021 Q2	$100K	Buy	12,858 +241	+2%	+$1.74K	﹤0.01%	1872
2021 Q1	$85K	Buy	+12,617	New	+$95.7K	﹤0.01%	2276
2017 Q3	–	Sell	-2,608	Closed	-$18K	–	2653
2017 Q2	$18K	Sell	2,608 -32,363	-93%	-$216K	﹤0.01%	3246
2017 Q1	$230K	Buy	34,971 +1,238	+4%	+$7.94K	﹤0.01%	1405
2016 Q4	$207K	Buy	33,733 +887	+3%	+$5.52K	﹤0.01%	1397
2016 Q3	$218K	Buy	32,846 +15,719	+92%	+$103K	﹤0.01%	1358
2016 Q2	$114K	Buy	17,127 +76	+0.4%	+$473	﹤0.01%	1590
2016 Q1	$103K	Buy	17,051 +7,762	+84%	+$44.9K	﹤0.01%	1612
2015 Q4	$52K	Buy	9,289 +1,094	+13%	+$6.25K	﹤0.01%	2087
2015 Q3	$45K	Buy	+8,195	New	+$48.2K	﹤0.01%	2116
2015 Q2	–	Sell	-4,280	Closed	-$30K	–	1868
2015 Q1	$30K	Buy	4,280 +2,154	+101%	+$15.2K	﹤0.01%	2403
2014 Q4	$15K	Sell	2,126 -1,026	-33%	-$7.21K	﹤0.01%	2858
2014 Q3	$22K	Buy	3,152 +182	+6%	+$1.27K	﹤0.01%	2480
2014 Q2	$21K	Buy	2,970 +1,077	+57%	+$7.37K	﹤0.01%	2453
2014 Q1	$13K	Sell	1,893 -8,464	-82%	-$54.3K	﹤0.01%	2621
2013 Q4	$65K	Buy	10,357 +8,511	+461%	+$53.2K	﹤0.01%	1432
2013 Q3	$11K	Buy	1,846 +1,491	+420%	+$9.46K	﹤0.01%	2404
2013 Q2	$2K	Buy	+355	New	+$2.34K	﹤0.01%	2818

Other funds holding GUT

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

PGWA

Plus Group Wealth Advisors Belgium, Wisconsin $106M AUM

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

ACM

Arlington Capital Management Arlington Heights, Illinois $177M AUM 44.15% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Creative Planning's GUT Position: Q1 2026 in Review

Creative Planning reduced its Gabelli Utility Trust (GUT) stake by 0.87% in Q1 2026, selling an estimated $3K and leaving 56,830 shares worth $344K. The position accounts for ﹤0.01% of the portfolio, ranked #3317.

Creative Planning first reported a position in GUT in Q2 2013 and has held it in 37 quarters since. The position peaked at $360K in Q4 2022. 93 funds tracked by Wall St. Rank hold GUT as of Q1 2026.

Creative Planning held 56,830 shares of Gabelli Utility Trust worth $344K as of Q1 2026.
Creative Planning sold 496 Gabelli Utility Trust shares in Q1 2026, an estimated $3K.
Gabelli Utility Trust made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3317 holding.
Creative Planning first reported a position in Gabelli Utility Trust in Q2 2013 and has held it in 37 quarters since.
Creative Planning's Gabelli Utility Trust position peaked at $360K in Q4 2022.
93 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.